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American Funds mutual funds - shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of American Funds mutual funds - (FWMIX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in American Funds mutual funds -

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All positions including American Funds mutual funds - held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds mutual funds - by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 278 64.75
2025-06-30 $17k 277 61.37
2025-03-31 $16k 264 60.61
2024-12-31 $16k 263 60.84

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Apple Common Stock (AAPL)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Southern Common Stock (SO)
Philip Morris Intl Common Stock (PM)
Mcdonalds Corp Common Stock (MCD)

View all positions for Coston, McIsaac & Partners

Top funds holding American Funds mutual funds -

Wall Street Access Asset Management
Vermillion Wealth Management
Ethos Financial Group
Coston, McIsaac & Partners
Game Plan Financial Advisors

View all funds holding American Funds mutual funds -